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VCI Wealth Management’s PepsiCo PEP Stock Holding History

VCI Wealth Management’s Portfolio PEP Stock Details PEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-7,434
Closed -$1.04M – 132
2025
Q3 		$1.04M Buy
7,434
+374
+5% +$53.4K 0.32% 74
2025
Q2 		$932K Buy
7,060
+898
+15% +$121K 0.33% 80
2025
Q1 		$924K Sell
6,162
-6,035
-49% -$898K 0.39% 74
2024
Q4 		$1.85M Buy
12,197
+236
+2% +$38.7K 0.79% 34
2024
Q3 		$2.03M Buy
11,961
+5,197
+77% +$893K 0.91% 33
2024
Q2 		$1.12M Buy
6,764
+1,913
+39% +$330K 0.55% 47
2024
Q1 		$849K Sell
4,851
-1,149
-19% -$193K 0.57% 46
2023
Q4 		$1.02M Buy
+6,000
New +$995K 0.62% 42

Other funds holding PEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

VCI Wealth Management's PEP Position: Q4 2025 in Review

VCI Wealth Management sold out of PepsiCo (PEP) in Q4 2025, closing a stake of 7,434 shares — an estimated $1.04M sold.

VCI Wealth Management first reported a position in PEP in Q4 2023 and held it in 8 quarters. The position peaked at $2.03M in Q3 2024. 3,498 funds tracked by Wall St. Rank hold PEP as of Q4 2025.

  • VCI Wealth Management reported no remaining PepsiCo position as of Q4 2025 after selling out during the quarter.
  • VCI Wealth Management sold 7,434 PepsiCo shares in Q4 2025, an estimated $1.04M.
  • VCI Wealth Management first reported a position in PepsiCo in Q4 2023 and held it in 8 quarters.
  • VCI Wealth Management's PepsiCo position peaked at $2.03M in Q3 2024.
  • 3,498 funds tracked by Wall St. Rank held PepsiCo as of Q4 2025.

Based on VCI Wealth Management's 13F filing for Q4 2025, filed 27 Jan 2026.